Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth
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Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth
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Wealth management comes of age in Germany

Wealth management comes of age in Germany | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Germany is now home to more billionaires than any other European country, and after an exceptionally long period of economic growth, more and more families are moving to sell their family businesses, setting up family offices and otherwise structuring their wealth more professionally.
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Financial Planner: Preparing for long-term care

Financial Planner: Preparing for long-term care | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Financial Planner Tim Moomey said National Long Term Care Awareness Month is a great time to prepare for the future. "Why should you plan? Because, according to the National Clearinghouse for Long Term Care Information, which is a part of the U. S. Department of Health and Human Services, “at least 70 percent of people over age 65 will require some form of long-term care services at some point in their lives.
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Manulife drops in Hong Kong trading after short-seller Muddy Waters says trial could lead to ‘billions’ in losses

Manulife drops in Hong Kong trading after short-seller Muddy Waters says trial could lead to ‘billions’ in losses | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Company’s stock is in bear territory after falling by 20 per cent from January peak
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'Big Bank' Blackstone, Not Just For Billionaires

'Big Bank' Blackstone, Not Just For Billionaires | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
I consider The Blackstone Group to be something of a “big bank” and not just for billionaires.
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Big shorts, who thrived during the financial crisis, have faltered since 2008 

Big shorts, who thrived during the financial crisis, have faltered since 2008  | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Many of the biggest winners on Wall Street that made billions during the financial crisis have suffered in the last decade.
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3 Life Awareness Month Infographic Strategies

3 Life Awareness Month Infographic Strategies | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
The campaign can help you compare different players' visual strategies on an apples-to-apples basis.
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Wealth Managers Getting `Crazy' Pay Hikes to Defect in Asia - Bloomberg

Wealth Managers Getting `Crazy' Pay Hikes to Defect in Asia - Bloomberg | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
With great wealth comes great remuneration.
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5 Things an LTC Insider Is Seeing Now, for Agents

5 Things an LTC Insider Is Seeing Now, for Agents | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
One thing Steve Shain is seeing is smaller local and regional players coming on strong.
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Hong Kong virtual bank licence will be out of reach for all but a few, says fintech boss

Hong Kong virtual bank licence will be out of reach for all but a few, says fintech boss | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
David Rosa, CEO of Neat, says the minimum capital requirement of HK$300 million will rule out all but the biggest applicants
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Aegon, Transamerica in $97.6 million SEC settlement for misleading investors | Reuters

Aegon, Transamerica in $97.6 million SEC settlement for misleading investors | Reuters | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Four Transamerica entities will pay $97.6 million to settle U.S. Securities and Exchange Commission charges that they sold investments that were supposedly based on quantitative models but which did not work as intended, the regulator said on Monday.
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Vanguard Personal Advisor Services Ranked 'Best Overall'

Vanguard Personal Advisor Services Ranked 'Best Overall' | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Lack of access to live advisors counted against some prominent robos in Backend Benchmarking's first approach to ranking the services.
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As Scandals Keep Coming, Wells Fargo Names New FiNet Managers

Wells Fargo will likely face recruiting difficulties “until the bad news is flushed out” recruiter Jon Henschen says.
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Mark Cuban-backed Paladin helps lawyers find pro-bono work

Mark Cuban-backed Paladin helps lawyers find pro-bono work | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Paladin's system is designed to pair attorneys looking for pro-bono work with those in need of legal services.
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How Much Money Does 'Wolf of Wall Street' Jordan Belfort Owe To His Victims Today?

How Much Money Does 'Wolf of Wall Street' Jordan Belfort Owe To His Victims Today? | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Jordan Belfort defrauded his clients out of more than $200 million. He owes those victims $97.5 million but has only paid less than $13 million over the last decade. He hasn't made a single payment in many years. Belfort isn't just a con artist, he's a deadbeat.
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SigFig Launches Advisor-Focused Platform CoPilot

SigFig Launches Advisor-Focused Platform CoPilot | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
SigFig’s digital wealth platform for advisors, CoPilot, launches first with Citizens Bank Wealth Management.
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CFP Board’s Kevin Keller: Why more firms need a chief planning officer

CFP Board’s Kevin Keller: Why more firms need a chief planning officer | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Advisory firms should add this key position to their C-suite, argues CFP Board CEO Kevin Keller.
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Missing Pieces and New Gatekeepers in the Financial Services Industry

Missing Pieces and New Gatekeepers in the Financial Services Industry | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
This series discusses the new business models that have emerged to support independent financial advisors.
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Mutual Fund Fee Wars May Be Bad for Investors - Bloomberg

Mutual Fund Fee Wars May Be Bad for Investors - Bloomberg | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Investors are more likely to churn their portfolios as costs drop to nothing. 
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Fidelity Zero-Fee Funds Lure About $1 Billion in First Month - Bloomberg

Fidelity Zero-Fee Funds Lure About $1 Billion in First Month - Bloomberg | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Investors poured almost $1 billion into Fidelity Investments’ two zero-fee index funds in their first month of operation.
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Your Work May Be Useless if Your Clients' Loved Ones Can't Find It

Your Work May Be Useless if Your Clients' Loved Ones Can't Find It | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
Abby Schneiderman's company EverPlans says it can help advisors help clients with the paper mountains.
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Private Banks Starting to Breach Wall Around China's Wealthy

Private Banks Starting to Breach Wall Around China's Wealthy | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
None have come close to conquering the market.
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The Multidisciplinary Team Approach to Estate Planning: More Important

The Multidisciplinary Team Approach to Estate Planning: More Important | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
The Multidisciplinary Team Approach to Estate Planning: More Important Than Ever After Tax Reform
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Ric Edelman: Retirement Crisis Is 14 Years Away

Ric Edelman: Retirement Crisis Is 14 Years Away | Wealth Advisors - Accumulating, Preserving, and Transitioning Wealth | Scoop.it
“An economic crisis for millions of retirees of unprecedented proportion” awaits if Congress takes no action Edelman says.
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